Create project proposals from new Trello cards
Turn an initial project card into a proposal draft before momentum fades.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Proposal preparation gets delayed because scope details are scattered across intake cards and notes.
- Shorten proposal turnaround
- Use a repeatable proposal format
- Keep scope details tied to the source card
Setup
Build it in a few focused steps.
- 1Connect Trello and Craftmypdf in the Notis portal.
- 2Create an automation that asks Notis to draft a proposal from each new prospect card.
- 3Select Trello New Card Trigger.
- 4Set the report channel and test with one actual prospect card.
Questions about this workflow
What if the card lacks pricing?
Tell Notis to leave pricing for review or use only the information present on the card.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Craftmypdf. A trigger fires from one place; an action lands in another.
Trello triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Card Archived Trigger
Triggered when a card is archived in the specified board
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
New Activity Trigger
Triggered when there is activity in Trello.
New Board Trigger
Triggered when a board is created in the specified workspace
New Card Trigger
Triggered when a card is created in the specified board
Card Updated Trigger
Triggered when a specific card is updated
Connect any two apps with Notis in the middle.
Trello and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Craftmypdf.